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1,898 hedge funds and large institutions have $99.4B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 769 increasing their positions, 609 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 94

26% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 609

5% more funds holding

Funds holding: 1,8021,898 (+96)

1.39% more ownership

Funds ownership: 89.17%90.56% (+1.4%)

0% more call options, than puts

Call options by funds: $396M | Put options by funds: $395M

4% less capital invested

Capital invested by funds: $104B → $99.4B (-$4.21B)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,898
Holders Change
+96
Holders Change %
+5.33%
% of All Funds
25%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.55%
New
221
Increased
769
Reduced
609
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1376
Arlington Trust
Alabama
$343K +$95.1K +335 +37%
NC
1377
Napatree Capital
Rhode Island
$343K +$28.4K +100 +9%
SFC
1378
SYM Financial Corp
Indiana
$342K +$54.5K +192 +18%
SG
1379
StoneX Group
New York
$342K +$103K +364 +42%
TAM
1380
Titleist Asset Management
Texas
$341K +$42.9K +151 +14%
CAM
1381
Carret Asset Management
New York
$340K
FNB
1382
Farmers National Bank
Kentucky
$340K +$349K +1,229 New
PEA
1383
Park Edge Advisors
Ohio
$338K
AIFAIM
1384
American Institute for Advanced Investment Management
Arizona
$337K -$25.6K -90 -7%
PCWA
1385
Pacific Capital Wealth Advisors
California
$337K -$13.6K -48 -4%
BC
1386
Broadwater Capital
Massachusetts
$337K -$2.84K -10 -0.8%
ECM
1387
Elgethun Capital Management
South Dakota
$337K
BAWM
1388
Bennett Associates Wealth Management
Pennsylvania
$336K -$11.6K -41 -3%
LA
1389
Legacy Advisors
Pennsylvania
$336K +$8.8K +31 +3%
FM
1390
Family Management
New York
$335K -$57.4K -202 -14%
BHBT
1391
Burke & Herbert Bank & Trust
Virginia
$334K
DWS
1392
Discipline Wealth Solutions
South Carolina
$333K
MP
1393
Moment Partners
California
$333K +$342K +1,206 New
JSAM
1394
J. Safra Asset Management
New York
$332K +$105K +370 +44%
RBWA
1395
RFG - Bristol Wealth Advisors
Massachusetts
$330K +$340K +1,196 New
FMLI
1396
Fukoku Mutual Life Insurance
Japan
$329K -$127K -446 -27%
ACP
1397
Argyle Capital Partners
California
$328K +$337K +1,188 New
SPC
1398
Spirepoint Private Client
Florida
$328K
AP
1399
Appleton Partners
Massachusetts
$327K -$22.1K -78 -6%
SIM
1400
Stratos Investment Management
Ohio
$327K +$852 +3 +0.3%

CB Hedge Fund Activity: Q4 2024 in Review

1,898 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2024, worth a combined $99.4B — down 4.1% from $104B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new CB positions and 94 closed out — a net gain of 127 holders — while 769 added to existing stakes and 609 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $1.52B. The largest seller was Capital International Investors, cutting an estimated $337M.

  • 1,898 institutional investors held Chubb (CB) as of Q4 2024, up from 1,802 in Q3 2024.
  • Funds reported $99.4B of Chubb stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 221 funds opened new Chubb positions in Q4 2024 and 94 closed out, a net change of +127 holders.
  • The largest Chubb buyer in Q4 2024 was Demars Financial Group, an estimated $1.52B added.
  • The largest Chubb seller in Q4 2024 was Capital International Investors, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.